Reminders: Set a date to remind yourself to perform revenue distribution-related work.

Links to related revenue or charge information: Access to revenue information so that you can take action with minimal navigation, such viewing charges, revenue schedules, invoices, or customer account information.

Navigation:Finance > Revenue Workbench

When Does a Line Item Appear in the Workbench?

A line item is a row in the Revenue Workbench. One row represents revenue information for one subscription charge. A line item appears in the Revenue Workbench if at least one of following conditions are met:

Undistributed,non-zero revenue amount on the subscription charge.

Revenue schedule is not created (for subscription charges using custom revenue rules only).

The reminder date is on or before the selected reminder date filter.

Filtering Options

Filter line items and work on similar tasks at the same time. You can filter line items using any of the following options:

Revenue Rule: Filter by rule to work on all rule-related charges. For example, filtering on the Billing - Manual recognition rule displays charges that require manual distribution of revenue.

Customer Account: Filter by a customer account to work on charges related to a specific customer.

Reminder Date: Filter by reminder date shows all charges with a reminder date on or before the selected date. When using this filter, charges with no reminder dates are always displayed.

Reminder Dates

Use the reminder date to work through charges that are time-based, such as an accounting period that closes at the end of the month.

Click create revenue schedule (for subscription charges using the custom revenue rule). You must create the revenue schedule before you set reminders or distribute revenue. See Manually Create Revenue Schedules for more information.

Reminder Date

The date on which to perform the action.

Click set to set the reminder date.

Click edit to change the date.

You can also add notes when setting and changing the date.

You cannot set a reminder if a revenue schedules is not created.

Notes

Additional information about the action to perform on the date set in your reminder. Click edit to add or update the note.